Rosie is a Client Account Administrator in the New York City office. As a designated resource for logistical administrative needs, she works closely with clients to provide a trusted point of contact and to ensure a consistent, positive experience. Account-related tasks include client onboarding, reporting, coordinating with financial institutions, movement of funds and other practical matters.
Before joining FLP, Rosie worked two years in retirement and estate settlement. She’s currently working on her BS in political science with a concentration in International Affairs from The City College of New York.